See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,587 | $185,822-89.5% | $169,993-88.5% | $139,434-86.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.07% | 60.50%-33.4pp | 53.37%-26.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,257 | $7,590-70.3% | $6,785-66.7% | $4,751-52.5% |
| Participant deferral / active EE | $7,278 | $11,622-37.4% | $10,408-30.1% | $6,710+8.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |